Analyst CornerAnalyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie Poon Charlie Poon, Analyst October 5, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which covers grocery retailing in the US, including our growth projections for this year, current market factors and what we expect for the grocery sector moving forward. US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Analyst Corner—Trimming Waistlines and Spending: Exploring New Data on GLP-1’s Impact on Consumer Purchases, with John MercerAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand KumarApril 2025 US Retail Sales: Growth Rate Reaches New High for 2025 Despite Economic UncertaintyResponses to Inflation—Trading Down in Food and Nonfood Remains a Critical Shopping Strategy: US Consumer Survey Insights
